UAS
DATA

United Asset Strategies’s Tableau Software, Inc. DATA Stock Holding History

United Asset Strategies’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-46,820
Closed -$5.4M – 142
2015
Q2 		$5.4M Sell
46,820
-750
-2% -$81K 2.41% 7
2015
Q1 		$4.65M Sell
47,570
-7,870
-14% -$715K 2.16% 11
2014
Q4 		$4.7M Buy
+55,440
New +$4.41M 2.01% 9

Other funds holding DATA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return

United Asset Strategies's DATA Position: Q3 2015 in Review

United Asset Strategies sold out of Tableau Software, Inc. (DATA) in Q3 2015, closing a stake of 46,820 shares — an estimated $5.4M sold.

United Asset Strategies first reported a position in DATA in Q4 2014 and held it in 3 quarters. The position peaked at $5.4M in Q2 2015. 301 funds tracked by Wall St. Rank hold DATA as of Q3 2015.

  • United Asset Strategies reported no remaining Tableau Software, Inc. position as of Q3 2015 after selling out during the quarter.
  • United Asset Strategies sold 46,820 Tableau Software, Inc. shares in Q3 2015, an estimated $5.4M.
  • United Asset Strategies first reported a position in Tableau Software, Inc. in Q4 2014 and held it in 3 quarters.
  • United Asset Strategies's Tableau Software, Inc. position peaked at $5.4M in Q2 2015.
  • 301 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2015.

Based on United Asset Strategies's 13F filing for Q3 2015, filed 4 Nov 2015.